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WESCAP Management Group’s US Global Jets ETF JETS Stock Holding History

WESCAP Management Group’s Portfolio JETS Stock Details JETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,897
Closed -$374K – 89
2019
Q4 		$374K Sell
11,897
-1,191
-9% -$36.9K 0.15% 61
2019
Q3 		$384K Buy
+13,088
New +$391K 0.16% 59
2018
Q1 		– Sell
-68,349
Closed -$2.23M – 82
2017
Q4 		$2.23M Sell
68,349
-5,547
-8% -$171K 0.88% 28
2017
Q3 		$2.19M Sell
73,896
-2,198
-3% -$66.1K 0.98% 25
2017
Q2 		$2.4M Buy
76,094
+2,657
+4% +$79.4K 1.13% 22
2017
Q1 		$2.06M Sell
73,437
-334
-0.5% -$9.47K 1% 25
2016
Q4 		$2.06M Sell
73,771
-8,678
-11% -$225K 1.05% 21
2016
Q3 		$1.9M Sell
82,449
-279
-0.3% -$6.28K 0.99% 21
2016
Q2 		$1.75M Buy
+82,728
New +$1.93M 0.86% 26

Other funds holding JETS

CFIA
Cantor Fitzgerald Investment Advisors New York $1.36B AUM 16.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return